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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,483 | $217,432-92.9% | $185,849-91.7% | $167,536-90.8% |
| Participation rate | 95.5% | 86.1%+9.4pp | 81.7%+13.7pp | 82.1%+13.3pp |
| Annual return | 15.71% | 148.42%-132.7pp | 122.10%-106.4pp | 478.82%-463.1pp |
| Employer contribution / active EE | $1,406 | $5,875-76.1% | $5,169-72.8% | $4,839-71.0% |
| Participant deferral / active EE | $1,994 | $6,357-68.6% | $5,569-64.2% | $6,342-68.6% |
| Admin fee / account holder | $520 | $19,818-97.4% | $16,244-96.8% | $12,315-95.8% |